How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Noble Wealth PBC

13F Portfolio OverlapQ2 2026Noble Wealth PBC portfolio →

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Most similar hedge funds by 13F overlap

Noble Wealth Management PBC is an institutional investor managing $223M across 778 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Noble Wealth PBC are Thomas J. Herzfeld Advisors,, Mission Hills Financial Advisory,, Closed-End Fund Advisors,, with shared positions in $ASA, $FSCO, $BPRE, $PAXS, $RA, $PTY. The full ranking of 25 similar funds is below.

#1Thomas J. Herzfeld Advisors, Inc.Active

Notable overlap · 9 shared positions

$ASA $FSCO $BPRE $PAXS $RA $PTY

$294M

115 positions

#2Mission Hills Financial Advisory, LLCActive

Notable overlap · 3 shared positions

$PDI $PCN $FSCO

$195M

54 positions

#3Closed-End Fund Advisors, Inc.Passive

Notable overlap · 8 shared positions

$FINS $BPRE $FSCO $BANX $RA $PFO

$98M

162 positions

#4Smith Asset Management Co., LLCPassive

Notable overlap · 4 shared positions

$PCN $PDI $FLC $PTY

$117M

71 positions

#5WESCAP Management Group, Inc.Active

Notable overlap · 4 shared positions

$WT $SCHW $IAU $NBH

$508M

107 positions

#6Estate Planners Group, LLCActive

Notable overlap · 3 shared positions

$PDI $MUA $GRWG

$208M

73 positions

#7LRI Investments, LLCActive

Some overlap · 3 shared positions

$WT $SCHW $IAU

$1.1B

1,415 positions

#8CATHY PARETO & ASSOCIATES, INCPassive

Some overlap · 3 shared positions

$WT $BPRE $IAU

$149M

96 positions

#9Pinnacle Financial Group, LLC / ILPassive

Some overlap · 3 shared positions

$WT $IAU $SCHW

$365M

111 positions

#10Wealth Care LLCActive

Some overlap · 6 shared positions

$PDI $IAU $WT $PAXS $PTY $BPRE

$113M

67 positions

#11Elwood & Goetz Wealth Advisory Group, LLCActive

Some overlap · 3 shared positions

$WT $IAU $SCHW

$589M

138 positions

#12Magnolia Private Wealth, LLCPassive

Some overlap · 3 shared positions

$WT $BPRE $IAU

$150M

134 positions

#13Systelligence, LLCPassive

Some overlap · 3 shared positions

$WT $IAU $FSCO

$514M

56 positions

#14Optivise Advisory Services LLCPassive

Some overlap · 3 shared positions

$WT $FSCO $IAU

$165M

183 positions

#15Boyce & Associates Wealth Consulting, Inc.Active

Some overlap · 3 shared positions

$WT $IAU $FSCO

$132M

80 positions

#16Catalyst Investment Management LLCPassive

Some overlap · 3 shared positions

$WT $IAU $SCHW

$90M

65 positions

#17ShoreHaven Wealth Partners, LLCPassive

Some overlap · 3 shared positions

$WT $IAU $PCN

$278M

103 positions

#18Elm3 Financial Group, LLCPassive

Some overlap · 3 shared positions

$PDI $PTY $WT

$118M

117 positions

#19Twelve Points Wealth Management LLCPassive

Some overlap · 3 shared positions

$ASA $FSCO $IAU

$455M

200 positions

#20TopTier Wealth Management, LLCPassive

Some overlap · 3 shared positions

$WT $IAU $PDI

$163M

795 positions

#21GenWealth Group, Inc.Active

Some overlap · 3 shared positions

$WT $IAU $PDI

$584M

85 positions

#22Lionsbridge Wealth Management LLCPassive

Some overlap · 3 shared positions

$WT $GRWG $FSCO

$99M

59 positions

#23Strategic Financial Concepts, LLCPassive

Some overlap · 3 shared positions

$WT $FSCO $IAU

$405M

298 positions

#24Comprehensive Money Management Services LLCPassive

Some overlap · 3 shared positions

$WT $IAU $SCHW

$152M

193 positions

#25Summit Trail Advisors, LLCPassive

Some overlap · 3 shared positions

$WT $IAU $SCHW

$7.0B

1,441 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.